Anic Equity¶
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Total return since start: 0.566 %¶
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Equity now: -----------------------------> 47843.45 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46448.55 Kr¶
PnL: ---------------------------------------> -440.02 Kr¶
DD now: ---------------------------------> -1.617 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 14:01:16.508510'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.610000 | 2852.500000 | 216.500000 | 8.210000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.000000 | 3104.400000 | 133.400000 | 4.490000 | 2971.000006 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.550000 | 431.600000 | 76.600000 | 21.580000 | 355.000000 |
| Corem Property Group B | 59 | -2.230000 | 647.820000 | 70.820000 | 12.270000 | 576.999999 |
| SAAB B | 8 | 0.990000 | 3428.000000 | 51.000000 | 1.510000 | 3377.000000 |
| HMS Networks | 2 | -0.110000 | 718.800000 | 45.800000 | 6.810000 | 673.000000 |
| Boozt | 12 | -0.490000 | 1698.000000 | 44.000000 | 2.660000 | 1653.999996 |
| OEM International B | 7 | 0.500000 | 558.600000 | 30.600000 | 5.800000 | 527.999997 |
| Intrum | 4 | 0.730000 | 550.200000 | 23.200000 | 4.400000 | 527.000000 |
| Coor Service Management Hold. | 8 | 0.150000 | 547.600000 | 15.600000 | 2.930000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Eastnine | 4 | 0.160000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| MedCap | 2 | -1.140000 | 435.000000 | 14.000000 | 3.330000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.830000 | 257.520000 | 11.520000 | 4.680000 | 246.000000 |
| Norva24 Group | 16 | 2.130000 | 553.600000 | 10.600000 | 1.950000 | 543.000000 |
| AcadeMedia | 12 | 0.710000 | 564.600000 | 7.600000 | 1.360000 | 557.000004 |
| Swedbank A | 3 | 1.850000 | 569.400000 | 5.400000 | 0.960000 | 564.000000 |
| Resurs Holding | 22 | -0.080000 | 578.160000 | 4.160000 | 0.720000 | 573.999998 |
| Securitas B | 6 | 0.210000 | 570.600000 | 0.600000 | 0.110000 | 570.000000 |
| Nordea Bank Abp | 29 | 0.150000 | 3454.480000 | 0.480000 | 0.010000 | 3453.999992 |
| Karnov Group | 9 | -2.130000 | 536.400000 | 0.400000 | 0.070000 | 536.000004 |
| Creaspac SPAC | 6 | -0.210000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | 0.280000 | 545.500000 | -0.500000 | -0.090000 | 546.000000 |
| Essity B | 2 | -1.310000 | 572.400000 | -1.600000 | -0.280000 | 574.000000 |
| Essity A | 4 | -1.720000 | 1146.000000 | -3.000000 | -0.260000 | 1149.000000 |
| CTEK | 13 | 0.600000 | 525.980000 | -8.020000 | -1.500000 | 533.999999 |
| Midsona B | 63 | -1.730000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| FM Mattsson Mora Group B | 50 | -2.690000 | 2890.000000 | -37.000000 | -1.260000 | 2927.000000 |
| International Petroleum Corp. | 5 | 2.670000 | 557.500000 | -37.070000 | -6.230000 | 594.565215 |
| Vivesto | 1368 | 1.810000 | 569.090000 | -43.910000 | -7.160000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.190000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| OX2 | 18 | 1.370000 | 1534.500000 | -129.500000 | -7.780000 | 1663.999992 |
| Axfood | 13 | 0.290000 | 3598.400000 | -157.600000 | -4.200000 | 3756.000001 |
| Fasadgruppen Group | 35 | -0.100000 | 3454.500000 | -356.500000 | -9.350000 | 3810.999990 |
| Ovzon | 52 | 1.770000 | 2990.000000 | -372.000000 | -11.060000 | 3361.999992 |
| TOTAL | 46448.550000 | -440.020000 | -1.61719% | 46888.564618 |
Updated:¶
'2023-01-18 14:01:29.176906'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
